Early Bird Tier 1 Ends June 25Th · Then $497 → $997
7PM LONDON TIME · July 13-17 · 5-day live event
Now you can join them live for 5 days at a fraction of the cost.
Early Bird Tier 1 Ends June 25TH · Then $497 → $997
Important: Read This Before Anything Else.
500+ finance professionals across banking, asset management, private equity, and advisory roles are already using this framework to improve research efficiency and signal quality.
500+ finance professionals across banking, asset management, private equity, and advisory roles are already using this framework to improve research efficiency and signal quality.
meet your instructors.

Founded and sold my fund to China Merchants Bank subsidiary. Former investment banker at Morgan Stanley and Head of Crypto at SoftBank LATAM. Now serves on the Advisory Board of Harvard Data Science Initiative and is an AI Research Fellow at Harvard, trading my own prop book with AI.

Former investment banker at Goldman Sachs and Bank of America. Led FinTech investments at SoftBank where he invested $2B and launched several AI ventures. Now building AI automation tools for investors and trading my own portfolio with AI.
AI Won't take your job. people Who use AI Will.

Learn how to set up Claude Code to analyze more information than traditional research workflows and surface signals faster.

Detect emerging narratives earlier and validate investment ideas faster, so you can move from idea to conviction before the market prices it in.

Use Claude Code to validate investment theses, compare companies instantly, and reach decisions faster than traditional research methods.
5-day intensive outcome.
The gap between finance professionals who pull ahead and those who fall behind isn't about access to AI. It's how you think with it. We'll teach you how to make Claude Code a true extension of how you operate, research, and decide.
Screen sectors and surface emerging narratives before they hit consensus. The exact prompts and agents we use to find what the market hasn't priced yet.
Take a name from first look to a defensible view in under an hour — comps, bull and bear cases, risk factors, and the questions a sharp IC would ask, all in one pass.
Stress-test your thesis against the strongest counter-case, find what you're missing, and size with discipline instead of narrative bias.
Crank out institutional-grade memos and one-pagers in a fraction of the time — structured, sourced, and ready to put in front of a PM or committee.
A one-off prompt fades; a system compounds. Turn your best workflows into repeatable agents and playbooks, so your edge widens every cycle and becomes the thing rivals can't copy.
Early Bird Tier 1 Ends June 25TH · Then $497 → $997
Trusted by
"Dave and the Wall Street Prompt team bring a rare combination of deep financial expertise and practical AI understanding. As a PM, it's difficult to find the time to stay on top of AI and integrate into our research process. WSP does that for you."


“WSP’s deep library of prompts have helped me identify promising investment / M&A opportunities and streamline diligence.”

“I’ve spent over two decades in asset management. Most AI courses are too generic to be useful. The Wall Street Prompt Claude course is different. It’s practical, financial services-specific, and immediately applicable across investment research, due diligence, and document engineering. David keeps the content sharp with deep domain knowledge and detailed materials. If you work in financial services and want to level up seriously, this is where you want to be.”

"Wall Street Prompt has streamlined my research workflow significantly. The AI techniques help me prepare client presentations faster and dig deeper into company fundamentals in a fraction of the time."

"Wall Street Prompt is extremely helpful for both public and private equities. I'm saving hours per day with these new AI techniques and have new mental clarity in the markets."


"I am just in love with it!"


trusted by
SECURE YOUR EARLY BIRD SEAT NOW
How To Set Up Claude Code From Scratch (Even If You've Never Touched A Terminal).
The Skills + Automations Top PMs Use To Compress Hours Of Work Into Minutes.
How To Build An AI Agent Stack That Runs Your Research 24/7
Scale Macro Research Like A 50-Person Team — With Claude Code Alone
Surface Investment Ideas Earlier Than Traditional Sell-Side Research
The Diligence Workflow That Separates "Good" From "Great" Stocks In Under An Hour.
Crank Out Institutional-Grade Investment Memos In A Fraction Of The Time
Live Q&A: Bring Your Hardest Workflows, Walk Away With Solutions
The information contained in this document is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any securities, financial products, or instruments. The opinions expressed herein are based on our current understanding of the market and are subject to change without notice. Always consult with a qualified financial advisor before making any investment decisions. Wall Street Prompt LLC ("Wall Street Prompt") does not accept liability for any direct or consequential loss arising from the use of this document or its contents.
Wall Street Prompt utilizes advanced and novel technologies, including but not limited to generative artificial intelligence and other algorithmic trading systems, which are at the forefront of technological development. These technologies are inherently experimental and may have unpredictable outcomes. Risks associated with these technologies include but are not limited to system errors, algorithmic biases, unexpected market behaviors, and potential software vulnerabilities. By engaging with Wall Street Prompt, you acknowledge and accept these risks. It is essential to thoroughly understand the implications of utilizing these novel technologies before proceeding.
The services provided by Wall Street Prompt are subject to applicable laws and regulations in the jurisdictions in which they operate. Clients are responsible for ensuring that their use of Wall Street Prompt's services complies with the laws and regulations applicable to them. Wall Street Prompt does not provide legal or tax advice, and clients should seek independent legal and tax advice as needed. The terms and conditions of Wall Street Prompt's services are governed by the laws of the jurisdiction in which Wall Street Prompt operates, and any disputes arising from the use of these services will be subject to the exclusive jurisdiction of the courts in that jurisdiction.
For the avoidance of doubt, Wall Street Prompt is not independently regulated by the Financial Conduct Authority (FCA) or Securities & Exchange Commission (SEC). Wall Street Prompt operates as a Technology (Software As a Service) Provider. Wall Street Prompt’s role is strictly limited to product delivery & client service, and it does not directly manage client funds. Any strategies or technologies provided by Wall Street Prompt are implemented under the regulatory framework of the partner Asset Management firms.
Trading carries high risks and may result in the loss of your capital. Wall Street Prompt employs advanced technologies, including generative artificial intelligence, which are novel and continuously evolving. Applications of these technologies introduce additional risks associated with system errors, algorithmic biases, and the complexity of market dynamics. It is crucial that you fully understand these risks before engaging with them. Wall Street Prompt does not accept clients who do not fully comprehend the risks involved in trading, including those posed by novel technologies. Seek independent financial advice if necessary. By engaging with Wall Street Prompt, you acknowledge that you have read, understood, and accepted these risks.
Wall Street Prompt is an independent training company and is not affiliated with, endorsed by, or sponsored by Anthropic, PBC. "Claude" and "Claude Code" are trademarks of Anthropic. All other trademarks shown on this page are the property of their respective owners and are used for identification purposes only. Logos displayed represent firms where past attendees are employed and do not imply endorsement, sponsorship, or partnership.